The Most Essential Project Documents You Need to Know About

Adriana Girdler

5 documents you need, no matter what kind of project you’re doing! Not sure what essential project documents you need in order to ensure that …

5 documents you need, no matter what kind of project you’re doing!

Not sure what essential project documents you need in order to ensure that your projects are successful?

There are a few project documents that are absolute necessities if you want your project to flow as smoothly as possible and ultimately, be successful.

Project Charter

This is the most essential project document that you need to have on every single project.

The project charter sets the tone for you and your team, so it’s important to set it up from the beginning so that you can use it and refer to it all the way through your project.

A project charter has all the critical information about your project like background justification, scope template, what’s in and out of scope, big milestones, risks, assumptions, rules and responsibilities, and so much more.

Scope Statement

Your scope statement tells you exactly what you’re doing. So, from the very beginning of your project when you get your marching orders that you’re now the project manager, you need to get your scope statement prepared.

In the ideal world, your project sponsors will give this to you. But in reality, this doesn’t happen most of the time. So, as a project manager, you are responsible for getting this information and populating the scope statement.

That way, you can transfer all the information into the charter so that your whole project team can access what they need to know.

More Essential Project Documents

There are a few more essential project documents that you need to know about if you want to run a successful project. I created a YouTube video that dives into what all five of those documents are and what exactly they are used for.

Head over to YouTube with me if you want to find out exactly what documentation you need to focus on as a project manager! See you there!

I go way more in-depth about project documentation in my SLAY Project Management online course. In the course, I show you step-by-step how to successfully manage a project, including all the documentation you should use. You’ll get every template you will need, along with detailed video instructions on how to fill them out.


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Adriana Girdler is a project manager, productivity specialist, entrepreneur, professional speaker, facilitator, visioning wizard, and author. As President of CornerStone Dynamics, Adriana is one of Canada’s prominent business productivity and project management specialists—helping both individuals and businesses do what they do, only better. She is a certified master black belt lean six sigma with over 20 years’ experience improving how companies work.

She also holds both PMP (project management professional) and CET (certified engineering technologist) designations. She’s a Tedx speaker, as well as a HuffPost and Thrive Global contributor. She has been interviewed on Global, CBC, CTV, CHCH, 680News Radio, Newstalk 1010, Sirius XM and published in the Globe and Mail and numerous industry magazines. WANT ADRIANA'S FREE ONLINE TRAINING? In 45 min, learn Adriana's 5 project management secrets she use on EVERY project. Sign up for the Free Webinar here: THE FAB FIVE FUNDAMENTALS OF PROJECT MANAGEMENT

SLAY Project Management

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